Health Catalyst, Inc.
HCAT- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001636422
In the last 90 days, Health Catalyst, Inc. insiders filed 1 open-market purchase and 0 sales; 127 institutions reported holding it in 13F filings for Q2 2026, worth $104.0M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Health Catalyst, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 168
- +11 vs. Q3 2024
- Shares held
- 51.8M
- +255.4K (+0.5%) vs. Q3 2024
- Total value
- $375.6M
- −$44.1M (−10.5%) vs. Q3 2024
- New holders
- 31
- 61 more added
- Sold out
- 20
- 48 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HCAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 127 | $104.0M |
| Q1 2026 | 132 | $70.9M |
| Q4 2025 | 136 | $132.0M |
| Q3 2025 | 145 | $154.3M |
| Q2 2025 | 146 | $204.2M |
| Q1 2025 | 166 | $240.9M |
| Q4 2024 | 168 | $375.6M |
| Q3 2024 | 159 | $423.2M |
| Q2 2024 | 161 | $325.7M |
| Q1 2024 | 174 | $377.4M |
| Q4 2023 | 167 | $460.5M |
| Q3 2023 | 159 | $499.7M |
| Q2 2023 | 154 | $610.2M |
| Q1 2023 | 161 | $566.5M |
| Q4 2022 | 167 | $519.1M |
| Q3 2022 | 172 | $473.3M |
| Q2 2022 | 181 | $766.6M |
| Q1 2022 | 185 | $1.39B |
| Q4 2021 | 186 | $2.19B |
| Q3 2021 | 198 | $2.67B |
| Q2 2021 | 198 | $2.68B |
| Q1 2021 | 190 | $2.05B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 21,740 | $153.7K | 0.00% | +392+1.8% | Added |
| Voya Investment Management LLC | 20,434 | $144.5K | 0.00% | −1,343−6.2% | Reduced |
| State of Wyoming | 19,477 | $137.7K | 0.02% | −3,019−13.4% | Reduced |
| AQR Capital Management LLC | 18,363 | $129.8K | 0.00% | −11,813−39.1% | Reduced |
| Two Sigma Securities, LLC | 17,510 | $123.8K | 0.02% | +2,862+19.5% | Added |
| Lunt Capital Management, Inc. | 17,337 | $122.6K | 0.05% | 00.0% | Unchanged |
| Blair William & Co | 17,234 | $121.8K | 0.00% | −1,150−6.3% | Reduced |
| ProShare Advisors LLC | 16,854 | $119.2K | 0.00% | +5,815+52.7% | Added |
| State Board of Administration of Florida Retirement System | 15,934 | $112.7K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 15,843 | $112.0K | 0.00% | +15,843 | New |
| Virtu Financial LLC | 15,497 | $110.0K | 0.01% | +15,497 | New |
| ExodusPoint Capital Management, LP | 15,114 | $107.0K | 0.00% | +15,114 | New |
| Simplex Trading, LLC | 14,767 | $104.0K | 0.00% | −6,170−29.5% | Reduced |
| Cigna Investments Inc | 13,999 | $99.0K | 0.02% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 13,754 | $97.0K | 0.01% | +13,754 | New |
| Brevan Howard Capital Management LP | 13,065 | $92.4K | 0.00% | +13,065 | New |
| D. E. Shaw & Co., Inc. | 12,965 | $91.7K | 0.00% | −79,341−86.0% | Reduced |
| Vista Wealth Management Group, LLC | 12,477 | $88.2K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,895 | $84.1K | 0.00% | +11,895 | New |
| Martin Worley Group | 11,000 | $77.8K | 0.05% | +11,000 | New |
| Harbor Capital Advisors, Inc. | 10,886 | $77.0K | 0.00% | −878−7.5% | Reduced |
| Stoneridge Investment Partners LLC | 10,893 | $77.0K | 0.03% | +10,893 | New |
| Merriman Wealth Management, LLC | 10,000 | $70.7K | 0.00% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 10,000 | $70.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,281 | $65.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,956 | $63.3K | 0.00% | +8,956 | New |
| Public Employees Retirement Association of Colorado | 8,404 | $59.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 6,960 | $49.2K | 0.01% | −1,165−14.3% | Reduced |
| Nisa Investment Advisors, LLC | 6,475 | $45.8K | 0.00% | −4−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,546 | $39.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,408 | $31.2K | 0.00% | +175+4.1% | Added |
| Group One Trading, L.P. | 4,360 | $30.8K | 0.00% | +2,260+107.6% | Added |
| Quantbot Technologies LP | 4,131 | $29.2K | 0.00% | +4,131 | New |
| Manchester Capital Management LLC | 3,649 | $25.8K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,568 | $18.2K | 0.00% | +2,568 | New |
| The PNC Financial Services Group, Inc. | 2,147 | $15.2K | 0.00% | +30+1.4% | Added |
| Amalgamated Bank | 1,894 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,710 | $12.1K | 0.00% | +1,520+800.0% | Added |
| Tower Research Capital LLC (TRC) | 1,536 | $10.9K | 0.00% | −16,018−91.2% | Reduced |
| First Horizon Advisors, Inc. | 1,500 | $10.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,382 | $9.77K | 0.00% | +182+15.2% | Added |
| SBI Securities Co., Ltd. | 1,349 | $9.54K | 0.00% | +1,349 | New |
| HighMark Wealth Management LLC | 1,250 | $8.84K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,200 | $8.48K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 993 | $7.00K | 0.00% | +2+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 980 | $6.93K | 0.00% | +113+13.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 761 | $5.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 663 | $4.69K | 0.00% | +164+32.9% | Added |
| US Bancorp | 478 | $3.38K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 471 | $3.30K | 0.00% | −460−49.4% | Reduced |
| Quadrant Capital Group LLC | 416 | $2.94K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 332 | $2.35K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 300 | $2.12K | 0.00% | +300 | New |
| Parallel Advisors, LLC | 231 | $1.63K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 230 | $1.63K | 0.00% | +165+253.8% | Added |
| Huntington National Bank | 180 | $1.27K | 0.00% | −56−23.7% | Reduced |
| Spire Wealth Management | 150 | $1.06K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 175 | $982 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 128 | $905 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $848 | 0.00% | +60+100.0% | Added |
| Lindbrook Capital, LLC | 113 | $799 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 72 | $509 | 0.00% | −64−47.1% | Reduced |
| McIlrath & Eck, LLC | 38 | $269 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 23 | $160 | 0.00% | +23 | New |
| IFP Advisors, Inc | 0 | $127 | 0.00% | 0 | New |
| EverSource Wealth Advisors, LLC | 15 | $106 | 0.00% | −3−16.7% | Reduced |
| Farther Finance Advisors, LLC | 15 | $106 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $0 | 0.00% | +1+7.1% | Added |
| Trexquant Investment LP | 0 | $0 | 0.00% | −136,810−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −121,855−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −112,165−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −66,544−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −46,586−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −38,829−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,708−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,934−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,727−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −18,090−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,121−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −12,081−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,292−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,026−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Millrace Asset Group, Inc. | – | – | – | – | Not filed |